Claro Advisors’s iShares US Transportation ETF IYT Stock Holding History

Claro Advisors’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-192	Closed	-$10K	–	565
2018 Q4	$10K	Buy	+192	New	+$8.86K	0.01%	678

Other funds holding IYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Claro Advisors's IYT Position: Q1 2019 in Review

Claro Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2019, closing a stake of 192 shares — an estimated $10K sold.

Claro Advisors first reported a position in IYT in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 139 funds tracked by Wall St. Rank hold IYT as of Q1 2019.

Claro Advisors reported no remaining iShares US Transportation ETF position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 192 iShares US Transportation ETF shares in Q1 2019, an estimated $10K.
Claro Advisors first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 1 quarter.
Claro Advisors's iShares US Transportation ETF position peaked at $10K in Q4 2018.
139 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.